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Omar Barakat

Investology INC.
6 Years of Experience
Reston, VA
1 Disclosure
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Omar Barakat is a registered investment advisor at Investology INC., based in Reston, VA, with 6 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 450 clients with $250M in assets under management.

Investology INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
450 clients
Average Client Portfolio
$556K average
Assets Under Management
$250.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.65%
$500K - $1.0M1.45%
$1M+1.25%

Fees are generally negotiable and paid quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1939 Roland Clarke Place, Suite 350, Reston, VA, 20191

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2022
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Investology INC.
March 2026 - Present · 7 mos
Previous Registrations
Legacy Wealth Management INC.
August 2023 - April 2024 · 8 mos
Charles Schwab & CO., INC.Broker
July 2019 - March 2022 · 2 yrs 8 mos
Charles Schwab & CO., INC.
July 2019 - March 2022 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - March 2019 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2016 - March 2019 · 2 yrs 8 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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